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UnitedHealth

3,395 hedge funds and large institutions have $412B invested in UnitedHealth in 2024 Q2 according to their latest regulatory filings, with 220 funds opening new positions, 1,514 increasing their positions, 1,330 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 152

14% more repeat investments, than reductions

Existing positions increased: 1,514 | Existing positions reduced: 1,330

13% more funds holding in top 10

Funds holding in top 10: 240270 (+30)

4% more capital invested

Capital invested by funds: $398B → $412B (+$14.1B)

3% more call options, than puts

Call options by funds: $3.96B | Put options by funds: $3.85B

0.65% more ownership

Funds ownership: 87.24%87.89% (+0.65%)

1% more funds holding

Funds holding: 3,3753,395 (+20)

Holders
3,395
Holders Change
+20
Holders Change %
+0.59%
% of All Funds
49.03%
Holding in Top 10
270
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+12.5%
% of All Funds
3.9%
New
220
Increased
1,514
Reduced
1,330
Closed
152
Calls
$3.96B
Puts
$3.85B
Net Calls
+$113M
Net Calls Change
+$604M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1551
Circle Wealth Management
New Jersey
$2.67M -$219K -446 -8%
MG
1552
Mather Group
Illinois
$2.67M +$200K +408 +8%
MCM
1553
Manchester Capital Management
Vermont
$2.67M -$123K -250 -5%
RIA
1554
Richwood Investment Advisors
Ohio
$2.67M -$10.3K -21 -0.4%
BCA
1555
Bay Colony Advisors
Massachusetts
$2.66M +$52.4K +107 +2%
EHWM
1556
Eads & Heald Wealth Management
Georgia
$2.66M -$89.2K -182 -3%
PCM
1557
Prelude Capital Management
New York
$2.66M +$926K +1,889 +57%
CB
1558
CNB Bank
Pennsylvania
$2.65M +$975K +1,990 +62%
RCIM
1559
Red Cedar Investment Management
Michigan
$2.65M
HFM
1560
Hartford Financial Management
Connecticut
$2.64M +$188K +384 +8%
RFA
1561
ROI Financial Advisors
Oregon
$2.64M -$124K -254 -5%
CCT
1562
Chemung Canal Trust
New York
$2.63M -$24.5K -50 -1%
GMFG
1563
Greater Midwest Financial Group
Minnesota
$2.61M +$105K +214 +5%
HIIFS
1564
Harel Insurance Investments & Financial Services
Israel
$2.61M -$197K -402 -7%
AIA
1565
Affinity Investment Advisors
California
$2.61M -$1.96K -4 -0.1%
HA
1566
Harfst & Associates
Wyoming
$2.61M +$3.92K +8 +0.2%
FIM
1567
Freedom Investment Management
Connecticut
$2.6M +$41.2K +84 +2%
WCA
1568
Waypoint Capital Advisors
Minnesota
$2.6M +$21.1K +43 +0.8%
KP
1569
Keel Point
Alabama
$2.59M +$226K +462 +11%
MWA
1570
Moser Wealth Advisors
Washington
$2.58M +$63.7K +130 +3%
AF
1571
Apexium Financial
Texas
$2.56M -$12.3K -25 -0.5%
CSA
1572
Cottage Street Advisors
Massachusetts
$2.55M -$22.1K -45 -0.9%
CIC
1573
Cornercap Investment Counsel
Georgia
$2.55M -$82.3K -168 -3%
BFO
1574
Boston Family Office
Massachusetts
$2.55M +$108K +220 +5%
BKA
1575
Brick & Kyle Associates
Pennsylvania
$2.55M +$2.45M +5,003 New

UNH Hedge Fund Activity: Q2 2024 in Review

3,395 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q2 2024, worth a combined $412B — up 3.5% from $398B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new UNH positions and 152 closed out — a net gain of 68 holders — while 1,514 added to existing stakes and 1,330 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $2.16B. The largest seller was Jennison Associates, cutting an estimated $1.7B.

  • 3,395 institutional investors held UnitedHealth (UNH) as of Q2 2024, up from 3,375 in Q1 2024.
  • Funds reported $412B of UnitedHealth stock for Q2 2024, up 3.5% quarter-over-quarter.
  • 220 funds opened new UnitedHealth positions in Q2 2024 and 152 closed out, a net change of +68 holders.
  • The largest UnitedHealth buyer in Q2 2024 was Capital Research Global Investors, an estimated $2.16B added.
  • The largest UnitedHealth seller in Q2 2024 was Jennison Associates, an estimated $1.7B sold.

Based on aggregated 13F filings for Q2 2024.